Connect Docusign and Apollo
Integrate Docusign with Apollo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Apollo when New Envelope Completed in DocuSign
Create Contact in Apollo when New Envelope Completed in DocuSign
Create Deal in Apollo when New Envelope Completed in DocuSign
Create Task in Apollo when New Envelope Completed in DocuSign
Update Account in Apollo when New Envelope Completed in DocuSign
Popular Docusign + Apollo flows
Start from a real workflow other teams are already running.
Choose a trigger
Docusign
When this happens...
New Envelope Completed
New Envelope Sent
New Envelope Created
Choose an action
Apollo
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Search Contacts
Update Contact
Update Deal
Find Person by Email
Get Company Details
List Account Stages
List Contact Stages
List All Deals
List Deal Stages
List Email Accounts
Search Email Sequences
Add Contacts to Sequence
Remove Contacts From Sequences
Search Accounts
Search People by Filters
Find People by Identifiers
Get Person Details by ID
Create Account in Apollo when New Envelope Completed in DocuSign
Use this flowCreate Contact in Apollo when New Envelope Completed in DocuSign
Use this flowCreate Deal in Apollo when New Envelope Completed in DocuSign
Use this flowCreate Task in Apollo when New Envelope Completed in DocuSign
Use this flowUpdate Account in Apollo when New Envelope Completed in DocuSign
Use this flowSearch Contacts in Apollo when New Envelope Completed in DocuSign
Use this flowUpdate Contact in Apollo when New Envelope Completed in DocuSign
Use this flowUpdate Deal in Apollo when New Envelope Completed in DocuSign
Use this flowFind Person by Email in Apollo when New Envelope Completed in DocuSign
Use this flowGet Company Details from Apollo when New Envelope Completed in DocuSign
Use this flowSupported Triggers & Actions
Everything you can automate between Docusign and Apollo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Envelope Completed
Runs when an envelope is completed after all recipients have signed.
New Envelope Sent
Runs when an envelope is sent to recipients for signature.
New Envelope Created
Runs when a new envelope is created as a draft and not yet sent.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Template
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Docusign and Apollo workflows.
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About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docusign and Apollo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docusign and Apollo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apollo. No coding required.
Yes. You can set up a workflow where Docusign triggers actions in Apollo, and a separate workflow where Apollo triggers actions in Docusign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docusign and Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docusign and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
